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Sponsor portfolioWelfare / HealthEIN 84-4030801
CONSULENTI, LLC DBA ARETE LIVING
7632 SW DURHAM RD STE 105 · TIGARD, OR 972247597
9712685280
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
1,400
No prior year
Total participants
1,644
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 73.3% | |
| Dental | $451K | 14.6% | |
| Other | $292K | 9.5% | |
| Vision | $81K | 2.6% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $2.3M | 73.3% | 1 | 1 | 310 |
EIN 930438772 | D | $451K | 14.6% | 1 | 2 | 571 |
EIN 010278678 | Oth | $262K | 8.5% | 1 | 2 | 434 |
EIN 061227840 | V | $81K | 2.6% | 1 | 1 | 401 |
EIN 930774210 | Oth | $16K | 0.5% | 1 | 1 | 1,400 |
EIN 134256913 | Oth | $13K | 0.4% | 1 | 1 | 71 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DAVIDSON BENEFITS PLANNING LLC | TIGARD, OR | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, LEGALPLANS, USA, AETNA LIFE INSURANCE CO, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $150K | $3K | $153K | 77.8% | 1 |
| CHARLES D. BLOCK | WILMINGTON, NC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | $1K | $21K | 10.5% | 1 |
| JAMES H. VAN EPPS | ROSWELL, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | $1K | $21K | 10.5% | 1 |
| BENEFITS ADVISORS NETWORK LLC | BEACHWOOD, OH | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $995 | $995 | 0.5% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $739 | $0 | $739 | 0.4% | 1 |
| THE PARTNERS GROUP | PORTLAND, OR | UNUM LIFE INSURANCE COMPANY OF AMERICA | $566 | $4 | $570 | 0.3% | 1 |
History & trajectory
3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan